See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,992 | $65,557-14.6% | $105,738-47.0% | $56,287-0.5% |
| Participation rate | 40.0% | 63.4%-23.4pp | 76.3%-36.3pp | 69.9%-29.9pp |
| Annual return | -6.08% | -1.32%-4.8pp | 6.27%-12.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $948 | $1,788-47.0% | $3,268-71.0% | $2,111-55.1% |
| Participant deferral / active EE | $1,953 | $2,418-19.2% | $4,080-52.1% | $3,350-41.7% |
| Admin fee / account holder | $14 | $561-97.4% | $6,913-99.8% | $521-97.2% |